Skip to main content

Salesforce Match by Query

Overview​

This documentation provides detailed information about the "Salesforce Match by Query" pipeline. This connector uses API integration to get ID of Salesforce records that match the specified criteria.

Pipeline Parameters​

Name​

This is the name of the pipeline.

Salesforce Settings​

This group contains settings specific to your Salesforce instance and the resources you intend to access

Salesforce Object​

The Salesforce object from which you want to import records. Example: Account You can find the list of available objects in your Salesforce instance by navigating to Setup > Object Manager.

Salesforce External ID Field​

The field used to match records in Salesforce for upsert operations, typically a unique identifier.

Source Entity Settings​

Settings for the source entity from which data is pulled before being upserted into Salesforce.

Source Entity​

The entity from which data will be pulled to match records in Salesforce.

Source Entity Only Updated​

Indicates if only updated records should be considered.

Source Entity Filter​

Criteria for selecting records from the source entity.

Source to Salesforce Mapping​

Mapping of source entity fields to Salesforce fields. This mapping determines how data from the source entity is transformed and stored in Salesforce. Example:

{
    "Salesforce_field_1": "$.data.source_field_1",
    "Salesforce_field_2": "$.data.source_field_2",
    "Salesforce_field_3": "$.data.source_field_3",
    "Salesforce_external_id": "$.data.source_id"
}